Carroll Financial Associates’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-12
| Closed | – | – | 1526 |
|
|
2020
Q2 | $0 | Hold |
12
| – | – | ﹤0.01% | 1547 |
|
|
2020
Q1 | $0 | Hold |
12
| – | – | ﹤0.01% | 1490 |
|
|
2019
Q4 | $0 | Hold |
12
| – | – | ﹤0.01% | 1561 |
|
|
2019
Q3 | $0 | Hold |
12
| – | – | ﹤0.01% | 1553 |
|
|
2019
Q2 | $0 | Buy |
+12
| New | – | ﹤0.01% | 1592 |
|